Trail has three different kinds of web pages in which a client can access the Client Portal to fill in a fact find or quickform. A client will reach a certain web page based on the way they reach the Client Portal.
It's important to understand the difference between these pages and when each of them is used, so your client has no issues accessing the Client Portal.
In this article you will learn how to invite your client through:
The New Register Link
This is for new clients / prospects to create a new login for the Client Portal
The Fact Find Invitation Link
This is sent via an open Opportunity on the client's profile in Trail - for new and existing clients.
The Login Page
This is the general landing/ login page for yourself and for any clients who have already setup their passwords for the Client Portal.
1. The New Register Link
This is targeted at brand new clients and the benefit of the New Register link is that it gives the client the ability to create a login themselves to the Client Portal and start a Fact Find.
It also means a new Profile (and contact) will be set up in Trail due to your client registering, and a new Advice Opportunity (if your client also begins a Fact Find).
More detail on how a new client client can register with you here!
2. The Fact Find Invitation Link
If you have already created a Profile and an Opportunity for the client in Trail, then you can send them an invitation link to invite them to complete an online Fact find or Quickform.
You can do this on their Profile - click on the right Opportunity - and "Send Invitation Link":
This is what the new Client Invitation email looks like:
The link generated in the email is unique for the Key Contact of the Profile to set up a password to login.
It will them to the account setup page where the Key Contact's email address is already filled in and the only need to enter a password to be used for the account:
If the client has already signed in before, they will be taken to the login page (see section below).
Once they have created a password, they will be taken straight to their online fact find to fill out:
3. The Login Page
Once a client has successfully created an account through either the Registration page or via the Invitation Link, they can use your organisation's Login Page to enter into the Client Portal.
This page will ask the client for their email address and the password they have already created for their account.
If they have forgotten their password, they can click the 'Forgot Password' button on the page, otherwise you can send them a password reset link.
When a client logs in, they will be taken to the Client Portal Dashboard, where they can continue current applications or create a new one:
